Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and the 10-year yield. PJT Partners CEO Paul Taubman speaks with Bloomberg’s Sonali Basak for a rare interview to discuss his firm, M&A, and AI in investment banking. Chris Ciolino, Industrial Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Nimrit Kang, CIO and Senior Portfolio Manager at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Chris Tomasso, CEO at First Watch (NASDAQ: FWRG), joins to discuss earnings and industry outlook. Jim Taylor, CEO at Brixmor (NYSE: BRX), joins to discuss his company’s earnings and industry outlook. Uber CEO Dara Khosrowshahi joins Emily Chang and Ed Ludlow on Bloomberg Technology for an interview on earnings. Hosted by Paul Sweeney and Jess Menton.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and the 10-year yield. PJT Partners CEO Paul Taubman speaks with Bloomberg’s Sonali Basak for a rare interview to discuss his firm, M&amp;A, and AI in investment banking. Chris Ciolino, Industrial Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Nimrit Kang, CIO and Senior Portfolio Manager at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Chris Tomasso, CEO at First Watch (NASDAQ: FWRG), joins to discuss earnings and industry outlook. Jim Taylor, CEO at Brixmor (NYSE: BRX), joins to discuss his company’s earnings and industry outlook. Uber CEO Dara Khosrowshahi joins Emily Chang and Ed Ludlow on Bloomberg Technology for an interview on earnings. Hosted by Paul Sweeney and Jess Menton.

Listen for investment news and in-depth company research. 

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Yields, Earnings, Paul Taubman, and Uber (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/245e5a96-778f-4fa3-8dbc-b0510117bf70/transcript

Apple named hardware chief John Ternus as the iPhone maker’s next leader, with Chief Executive Officer Tim Cook shifting to the role of executive chairman.

Ternus, 50, will become CEO on Sept. 1, the company said in a statement Monday. The Apple veteran was head of hardware engineering since 2021 and has spent 25 years focused on product development at the iPhone maker. Bloomberg News previously reported that Ternus was Cook’s heir apparent.

Ternus’s hardware engineering division will be taken over by longtime deputy Tom Marieb, according to a person with knowledge of the matter. He will report to newly named Chief Hardware Officer Johny Srouji. In that role, Srouji is gaining oversight of a newly combined hardware engineering and hardware technologies group.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Bloomberg News Senior Executive Editor for Global Technology Tom Giles
Bloomberg Intelligence Global Tech Research Head Mandeep Singh

Apple named hardware chief John Ternus as the iPhone maker&rsquo;s next leader, with Chief Executive Officer Tim Cook shifting to the role of executive chairman. Ternus, 50, will become CEO on Sept. 1, the company said in a statement Monday. The Apple veteran was head of hardware engineering since 2021 and has spent 25 years focused on product development at the iPhone maker. Bloomberg News previously reported that Ternus was Cook&rsquo;s heir apparent. Ternus&rsquo;s hardware engineering division will be taken over by longtime deputy Tom Marieb, according to a person with knowledge of the matter. He will report to newly named Chief Hardware Officer Johny Srouji. In that role, Srouji is gaining oversight of a newly combined hardware engineering and hardware technologies group. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
<ul>
<li>Bloomberg News Senior Executive Editor for Global Technology Tom Giles</li>
<li>Bloomberg Intelligence Global Tech Research Head Mandeep Singh</li>
</ul>

Instant Reaction: Apple Names John Ternus Next CEO, Tim Cook Becomes Chairman

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e44c508c-f3d3-4dd6-9b64-b4320170285d/transcript

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.


Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Liana Baker, Bloomberg News Managing Editor for Deals, discusses Honeywell agreeing to divest its productivity solutions and services business to Brady. Brady will pay $1.4 billion in cash for the business, which is expected to be completed in the second half of this year.
- Scott Howe, CEO of LiveRamp discusses the role of data collaboration in AI, the shift toward more agentic marketing, and how organizations can evaluate their readiness. 
- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the fluxation of oil over the last few days. Oil and natural gas prices jumped after renewed risks to energy flows via the Strait of Hormuz threatened to jeopardize much-anticipated peace talks between the US and Iran.
- Uma Moriarity Senior Investment Strategist and Global Head of Sustainability at CenterSquare joins to discuss the state of commercial real estate. In a world of uncertainty, geopolitical risks, inflationary pressures, issues in the private credit space, real estate may be able to offer hard assets, inflation protection, portfolio components of both income and growth, and lower correlation to equities/other asset classes.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
 Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Liana Baker, Bloomberg News Managing Editor for Deals, discusses Honeywell agreeing to divest its productivity solutions and services business to Brady. Brady will pay $1.4 billion in cash for the business, which is expected to be completed in the second half of this year. - Scott Howe, CEO of LiveRamp discusses the role of data collaboration in AI, the shift toward more agentic marketing, and how organizations can evaluate their readiness. - Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the fluxation of oil over the last few days. Oil and natural gas prices jumped after renewed risks to energy flows via the Strait of Hormuz threatened to jeopardize much-anticipated peace talks between the US and Iran. - Uma Moriarity Senior Investment Strategist and Global Head of Sustainability at CenterSquare joins to discuss the state of commercial real estate. In a world of uncertainty, geopolitical risks, inflationary pressures, issues in the private credit space, real estate may be able to offer hard assets, inflation protection, portfolio components of both income and growth, and lower correlation to equities/other asset classes.

Honeywell to Sell Productivity Business in $1.4 Billion Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d813d08b-ff71-403f-9988-b432011fffd5/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Jake Bleiberg, Bloomberg News Cybersecurity reporter, on how the US government is preparing to make a version of Anthropic PBC’s powerful new artificial intelligence model available to major federal agencies

-Mark Douglas, Mark Douglas, MNTN President and CEO, breaks down Netflix Earnings

-Randall Williams, Bloomberg News sports reporter, on how LIV Golf, the upstart league that challenged the supremacy of the PGA Tour, might be losing its funding from Saudi Arabia

- Jen Rie, Bloomberg Intelligence Antitrust analyst, on Live Nation losing it's antitrust case

 

 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Jake Bleiberg, Bloomberg News Cybersecurity reporter, on how the US government is preparing to make&nbsp;a version of Anthropic PBC&rsquo;s powerful new artificial intelligence model available to major federal agencies
-Mark Douglas, Mark Douglas, MNTN President and CEO, breaks down Netflix Earnings
-Randall Williams, Bloomberg News sports reporter, on how LIV Golf, the upstart league that challenged the supremacy of the PGA Tour, might be losing its funding from Saudi Arabia
- Jen Rie, Bloomberg Intelligence Antitrust analyst, on Live Nation losing it's antitrust case
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White House Works to Give US Agencies Anthropic Mythos AI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a90424fe-dc01-4d0f-adf6-b42f010e6c46/transcript

Yields, Earnings, Paul Taubman, and Uber (Podcast)

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